Isaiah Broyles
Investment adviser representative at Merit Financial Advisors
14 yearsExperience
1 stateRegistered in
$23.9BFirm assets
19 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Merit Financial AdvisorsMar 2026 to now
- Commonwealth Financial NetworkDec 2024 to Mar 2026
- Strategic Retirement PlansDec 2024 to Mar 2026
- Bank of America N.A.Dec 2023 to Dec 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2023 to Dec 2024
- The Leaders Group IncFeb 2022 to Oct 2023
- WealthvestJun 2021 to Oct 2023
- Drange ApriariesJul 2019 to Jun 2020
- Jr LccMay 2017 to May 2021
- Yellowstone Christian CollegeJan 2012 to Apr 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (MT).
Merit Financial Advisors
Legal name: Merit Financial Group, LLC
$23.9BAssets managed
20,711Clients
285Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7512710
- Firm CRD
- 142457